BCM

Barometer Capital Management Portfolio holdings

AUM $362M
1-Year Est. Return 60.62%
This Quarter Est. Return
1 Year Est. Return
+60.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.86M
3
+$7.72M
4
SPG icon
Simon Property Group
SPG
+$5.59M
5
C icon
Citigroup
C
+$5.16M

Top Sells

1
+$10.1M
2
+$10.1M
3
+$7.82M
4
RIO icon
Rio Tinto
RIO
+$7.43M
5
TECK icon
Teck Resources
TECK
+$7.04M

Sector Composition

1 Financials 21.28%
2 Industrials 17.54%
3 Technology 16.1%
4 Energy 10.14%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.28%
+6,500
52
$1.02M 0.26%
7,300
+500
53
$996K 0.26%
7,800
-700
54
$933K 0.24%
8,400
+100
55
$925K 0.24%
20,200
-3,100
56
$913K 0.24%
27,550
+11,450
57
$907K 0.24%
51,250
-9,150
58
$888K 0.23%
3,795
+78
59
$887K 0.23%
8,350
+350
60
$866K 0.22%
21,400
+8,300
61
$819K 0.21%
+24,400
62
$809K 0.21%
+6,350
63
$785K 0.2%
14,720
-1,390
64
$777K 0.2%
18,200
+2,400
65
$770K 0.2%
23,500
+5,000
66
$765K 0.2%
12,900
+2,400
67
$755K 0.2%
20,150
-4,150
68
$742K 0.19%
4,900
+800
69
$740K 0.19%
13,500
-1,000
70
$740K 0.19%
11,000
+1,600
71
$732K 0.19%
14,500
+3,000
72
$732K 0.19%
7,050
+50
73
$727K 0.19%
+8,200
74
$714K 0.19%
+10,900
75
$713K 0.18%
10,400
+2,200
1 2
3
4 5